![]() Promote and ensure respect for client privacy and confidentiality in all mattersĭrive high efficiency and client satisfaction through excellent team support, utmost attention to detail and status-tracking, prompt follow-up on tasks and projects, as well as collaborative and proactive problem-solving Review and administer client-related mailings, including saving down of electronic copies and redirection of actionable items to appropriate internal partiesĪssist with administration for other client projects or internal team processes as needed Own daily and real-time maintenance of internal information, statuses and project trackers, as well as suggesting improvements to internal tracking systems to increase efficiency and accuracy ![]() Liaise with external advisors and service providers for review of documents, contracts, NDAs and legal agreements in conjunction with client team membersĪssist in comprehensive record-keeping, including electronically filing and organizing all executed documents Provide general, ad hoc operational and administrative support to client team members advising a select number of complex clientsĭrive document preparation and signature facilitation for a range of client critical solutions, including contracts, grants, scholarships, NDAs, and other legal agreements The Client Coordination Analyst is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. The Opportunity: Client Coordination Analyst ![]() Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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